Receiving Slips Entry Field Help

Receiving Slip Header

Vendor: This field should be the Vendor required for the Receiving Slip being generated.  By pressing F1 with the cursor in this field the user will be able to search for the vendor by keyword.  When a Vendor is selected the name and phone number will appear automatically in the respective fields. 

Receiving Slip: this will need to be entered manually by the user. It is reccomended that this field be used to store the the Packing Slip reference number. 

Receiving Date: By Default the system is going to use today's date as the Receiving Date.  However , if desired you may manually override this date.

Discount Date: This is the last date for which a terms discount is valid.

Due Date: The date that the vendor invoice will need to be paid.   

Purchase Order: This is the P.O. number that the user wants to receive.  To Recall a PO you can either Type the PO number, Scan the PO or press F1 to select from a list. You can recall as many PO's as you want to combine on a single receving slip as long as they are for the same vendor and both have or don't have global landed factors.

Receiving Slip Posting Grid

Line: The line number that may be referred to when referencing a PO. This will populate automatically in sequence as items are added to the Receiving Slip.

Whse: this will be the location in which the product will be received at. By default this will be populated with the warehouse which is associated to the terminal you are logged into.

Product SKU: this is the items identifying number

Description: this is the items description.  This description is pulled from the Inventory Maintenance module and cannot be changed in the Posting grid.

Quantity: this is the desired order quantity for the item.  With your cursor in the Quantity field you will have access to the following functions

          -F1: allows the user to select from Alternate Units of Measure

          -F2: shows Product History in a separate window.

          -F3: shows all open Purchase Orders containing the respective line item

          -Alt+F1: shows all product memos associated with the respective line item

Unit: this is the master unit of measure (UOM) associated with this item.  If the F1 key is used, from the quantity field, to adjust the unit of measure the selected alternate UOM will display instead.

Cost: when navigating to the Cost field a window will open prompting the user to select from three costs.

          -Last Cost: this is the last cost that an item was received at

          -History: this will show all purchase history for the respective line item.  Any cost can be selected from the History window

          -List: this will only display if Vendor Price Lists are maintained in the system for the respective line item)

Disc %: this field gives the user the ability to attached a percentage discount (up to 4 layers) to a product. The F12 key can also be accessed from this field.  By striking this key the Landed Cost area of the Purchasing application will display. The Landed Cost area is commonly used to allocate a surcharge to an item. 

Disc $: this reference field will calculate the dollar value of the discount as specified in the Disc % field. To change this value the adjustment will need to be done in the Disc % field.

Total: this is the line total as calculated by Quantity x Cost.

Receiving Slip Footer

Freight: a percentage or dollar amount can be entered into the respective freight field.  It is important to note that whatever amount is entered into the $ field will be prorated across only the items being received.  (ie. if $10 is the total freight charge for a shipment of 10 items, yet only half the dollar value of the PO is being received, then this field will manually need to be changed to $5) 

Currency: this field allows a user to specify which currency the freight amount is to be represented as.

Rate: this currency rate is the multiplier used to calculate the exchange rate of the selected currency. This value is  maintained from the Currencies Maintenance module.

Brokerage: a percentage or dollar amount can be entered into the respective brokerage field.  As with freight the brokerage amount will behave identically in backorder scenarios.

Deposit: the amount entered in this field will represent any deposit amount that has been paid against this Purchase Order. 

Total Weight: if the Weight field from Inventory Maintenance is utilized for any products on the PO the overall weight will be displayed in this field. 

Total PO: this is the net total of the Purchase Order excluding the Fees (global freight and brokerage).

Total Fees: this is the net total of the global freight and brokerage.